Kingsview Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Kingsview Wealth Management’s Portfolio CLM Stock Details CLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84.1K	Sell	11,128 -12,205	-52%	-$91.8K	﹤0.01%	1397
2026 Q1	$170K	Buy	23,333 +13,333	+133%	+$105K	﹤0.01%	1274
2025 Q4	$83.6K	Hold	10,000	–	–	﹤0.01%	1216
2025 Q3	$82.8K	Hold	10,000	–	–	﹤0.01%	1181
2025 Q2	$81.2K	Sell	10,000 -160	-2%	-$1.18K	﹤0.01%	1144
2025 Q1	$74.3K	Hold	10,160	–	–	﹤0.01%	1072
2024 Q4	$85.9K	Buy	+10,160	New	+$83.9K	﹤0.01%	1088

Other funds holding CLM

AGM

Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Kingsview Wealth Management's CLM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Cornerstone Strategic Value Fund (CLM) stake by 52% in Q2 2026, selling an estimated $91.8K and leaving 11,128 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Kingsview Wealth Management first reported a position in CLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q1 2026. 145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

Kingsview Wealth Management held 11,128 shares of Cornerstone Strategic Value Fund worth $84.1K as of Q2 2026.
Kingsview Wealth Management sold 12,205 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $91.8K.
Cornerstone Strategic Value Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1397 holding.
Kingsview Wealth Management first reported a position in Cornerstone Strategic Value Fund in Q4 2024 and has held it in 7 quarters since.
Kingsview Wealth Management's Cornerstone Strategic Value Fund position peaked at $170K in Q1 2026.
145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.